Front-end U.S. Treasury yields (2-year) Loading... : Investor Sentiment and Bull/Bear Views

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18:37
Jun 18
Jamie Patton Co-Head of Global Rates, TCW Bloomberg Markets
Fed on hold, long front-end duration.
The Fed will remain on hold; one or two hikes priced in represent only a 10–20% probability of a full hiking cycle. Energy-driven supply-shock inflation is not controllable by the Fed, and hiking into it would be a policy mistake. With trimmed mean inflation at 2.3% and inflation expectations anchored, hikes will be priced out, benefiting long front-end duration positions.
HIGH

About Front-end U.S. Treasury yields (2-year) Investor Commentary

Across the available history and selected sources, Buzzberg tracks Front-end U.S. Treasury yields (2-year) across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Jamie Patton.